We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
776
Greenwood Capital Associates
South Carolina
$546K +$548K +3,439 New
FA
777
Flagstar Advisors
New York
$544K +$17.8K +112 +3%
EA
778
Eudaimonia Advisors
Tennessee
$539K -$31.7K -199 -6%
LW
779
Libra Wealth
California
$538K – – –
GLLW
780
Graves Light Lenhart Wealth
Virginia
$536K +$107K +674 +25%
VCM
781
Versant Capital Management
Arizona
$536K +$33.6K +211 +7%
PLU
782
Performa Ltd (US)
South Carolina
$535K – – –
BOH
783
Bank of Hawaii
Hawaii
$534K +$90.4K +568 +20%
EWM
784
Evermay Wealth Management
Virginia
$533K -$16.7K -105 -3%
CB
785
Centennial Bank
Arkansas
$530K +$532K +3,340 New
AL
786
ACAS LLC
California
$530K +$531K +3,336 New
WTA
787
Washington Trust Advisors
Massachusetts
$526K -$1.13M -7,117 -68%
MWM
788
Mission Wealth Management
California
$525K -$26.3K -165 -5%
WP
789
WMS Partners
Maryland
$523K – – –
AAS
790
Annex Advisory Services
Wisconsin
$522K +$167K +1,050 +47%
PCM
791
Pointe Capital Management
Michigan
$522K -$38.2K -240 -7%
ECG
792
EPIQ Capital Group
California
$522K +$203K +1,272 +63%
TCA
793
Transcend Capital Advisors
New Jersey
$521K +$522K +3,280 New
RWM
794
Rockwood Wealth Management
Pennsylvania
$520K +$99K +622 +23%
PA
795
Procyon Advisors
Connecticut
$514K +$8.76K +55 +2%
CWA
796
Canvas Wealth Advisors
Kansas
$511K -$4.14K -26 -0.8%
QHA
797
Quarry Hill Advisors
Minnesota
$506K +$507K +3,185 New
RA
798
Rise Advisors
New York
$501K -$235K -1,479 -32%
FFP
799
Forbes Financial Planning
Rhode Island
$498K – – –
1IA
800
1834 Investment Advisors
Wisconsin
$496K +$102K +638 +26%
30 31
32
33 34